+59.2%
EWT vs ACWI
+11.8%
+47.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.7% |
| 7D | +9.1% | +2.4% | +6.7% | +4.3% |
| 30D | -12.2% | -1.7% | -10.6% | -8.5% |
| 3M | -9.4% | -3.9% | -5.5% | -1.3% |
| 6M | +2.7% | +0.8% | +1.9% | +3.6% |
| YTD | +53.3% | +11.0% | +42.2% | +35.5% |
| 1Y | +59.2% | +13.1% | +46.1% | +37.2% |
| All | +59.2% | +11.8% | +47.3% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling